Institutions / Valmark Advisers, Inc. / Activity
Activity — Valmark Advisers, Inc.
52 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | WP Carey Inc Common stock | $200.4K | +3K | 2,949 <0.01% of portfolio | low |
| Q1 2026 as of | New | 33739P855 Common stock | $191.6K | +10K | 10,085 <0.01% of portfolio | low |